InsurTech Field Sales Edge - Boost Sales Productivity with Real-Time Insights

A mobile-first platform for insurance executives with real-time data, route optimization, and customer tools to close deals faster and build stronger relationships.

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Empower Your Field Sales Teams

Everything your on-field executives need to succeed, all in one powerful mobile platform.

Real-Time Sales Visibility

Track leads, visits, and performance metrics instantly

Lead & Order Management

Organize and prioritize opportunities on the go

Route Optimization

Smart route planning to maximize daily coverage

Customer Engagement

Build stronger relationships with personalized tools

Increased Sales Productivity

Close more deals with data-driven insights.

Streamlined Operations

Unified platform for all field sales activities

Challenges We Solve

Field Sales Edge addresses the critical obstacles that prevent sales teams from reaching their full potential.

Lack of Up-to-Date Data

No real-time access to customer and sales information when it matters most

Offline Data Unavailability

Lost productivity in low-connectivity areas without offline access

Inefficient Travel Routes

Wasted time and resources on poor scheduling and route planning

Disconnected Tools

Fragmented systems for communication, catalogs, and task management

Lead Management Difficulties

Hard to track visits, manage leads, and handle follow-ups on the move

Everything You Need In One Platform

Comprehensive tools designed specifically for insurance field sales teams to maximize productivity and close more deals.

CRM Integration

Seamless sync with your existing customer management systems

Real-Time Sales Data

Live performance metrics and analytics at your fingertips

Inventory Management

Track stock levels and process orders on the go

Digital Product Catalog

Interactive product showcase with rich media and pricing

Appointment Scheduling

Smart calendar management for visits and follow-ups

Route Optimization

AI-powered route planning for maximum efficiency

Offline Functionality

Full access to data and features without internet connection

Communication Tools

Integrated messaging, calls, and engagement tracking

Bank-Grade Security & Compliance

Trust is our foundation. Your data is protected by military-grade security and industry-leading compliance standards

IRDAI-Compliant Workflows

Comprehensive reporting and data visualization tools to track performance, identify trends, and make data-driven decisions for your dealership.

TrustMe AI Monitoring

Complete customer lifecycle management with lead tracking, communication history, and automated follow-up workflows.

VAPT Certified

Regular vulnerability assessments and penetration testing for enterprise-grade robustness.

Secured Cloud Deployments

End-to-end encryption, multi-factor authentication, and granular role-based access controls.

256-bit

Encryption

99.99%

Uptime SLA

100%

Offline Access

<1s

Sync Speed

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Join insurance leaders who are already using Field Sales Edge to boost productivity, close more deals, and build stronger customer relationships.